topic Re: Issue with Lifecycle Stages and Salesforce Sync in Marketing Integrations

Issue with Lifecycle Stages and Salesforce Sync

hs-user — Wed, 14 Dec 2022 10:19:08 GMT

Hi Everyone,

We have an issue with the lifecycle funnel in Hubspot.

A contact with lifecycle stage = MQL creates a new lead in Salesforce.

Then, the SQL stage is triggered when the Lead is converted in Salesforce.

However sometimes Sales convert the Lead into an Account/Contact AND to a new opportunity - see below:

In that situation Hubspot doesn't capture the SQL stage and set the lifecycle stage to Opportunity directly which is an issue in the funnel report, because it doesn't show this contact.

Is there a way to fix this without adjusting the lead management process or without making changes in Salesforce?

Thanks for your help.

Re: Issue with Lifecycle Stages and Salesforce Sync

LaurenRyan — Wed, 14 Dec 2022 14:12:09 GMT

@hs-user the best way to fix this is:

1. Turn off the automatic lifecycle change to opportunity when a deal is created in HubSpot

2. Create a workflow that enrolls when a deal is created & lifecycle stage != SQL.
3. Add a set property value action for lifecycle stage = SQL

4. Add another set property value action for lifecycle stage = opportunity.

Hope this helps!

Re: Issue with Lifecycle Stages and Salesforce Sync

hs-user — Wed, 14 Dec 2022 17:28:48 GMT

Hi @LaurenRyan ,

Thanks for your help!

I assume you are talking about the "Adjusting lifecycle stage" from the integration settings? Does this option only update the lifecycle satge or does it also update the Deals stages?

Thanks again!

Re: Issue with Lifecycle Stages and Salesforce Sync

LaurenRyan — Wed, 14 Dec 2022 18:13:20 GMT

Of course, @hs-user! Here's a quick video explaining/showing.

Re: Issue with Lifecycle Stages and Salesforce Sync

hs-user — Wed, 14 Dec 2022 18:25:32 GMT

Hi @LaurenRyan
Unfortunately it doesn't work. When the lead is converted into a contact in Salesforce, Hubspot said:

Sync status:Not syncing
Salesforce record removed or unavailable.

Any idea?

Re: Issue with Lifecycle Stages and Salesforce Sync

LaurenRyan — Wed, 14 Dec 2022 18:51:26 GMT

That's because the SF record doesn't exist anymore to HubSpot (technically). The next time the Contact updates in Salesforce, it will reestablish the connection with HubSpot. To expedite that, go to the HubSpot Visualforce page on the Salesforce record & click Resync. It'll refresh & re-establish the connection. 🙂